#Japan #Tokyo #Mutual Fund #SBI Securities #NISA

SBI Securities Enhances Mutual Fund Regular Sale Service

SBI Securities has announced a significant update to its Mutual Fund Regular Sale Service, set to take effect on December 6, 2025. The enhancements will introduce new methods for specifying sale amounts, including the "Percentage Specification Method" and the "Period Specification Method." Additionally, the new features will allow for regular sales settings within NISA accounts, responding to growing customer needs.

The Mutual Fund Regular Sale Service has been in place since 2012, allowing clients to sell a predetermined amount of their mutual funds automatically each month. This service has gained popularity as a viable exit strategy for asset accumulation. With the increasing demand for systematic capital withdrawals during retirement, particularly in today’s modern aging society, these updates aim to address diverse investment styles and needs.

As more customers express a desire to implement regular sales within their tax-exempt NISA assets, which now have no limit on the holding period, SBI Securities is stepping up to provide the necessary tools for clients to manage their investments effectively.

Service Overview

The updated service offers flexibility in how customers can withdraw funds. Here’s a breakdown:

• - Fees: Free (0 yen)
• - Eligible Products: All mutual funds held by the company (excluding ETFs, foreign currency MMFs, SBI Wrap, ROBOPRO, etc.)
• - Eligible Accounts: NISA accounts (including old NISA), general accounts, and specified accounts (Junior NISA accounts are excluded).

New Sale Methods

1. Flat Amount Specification Method: Allows customers to set a specific amount for each sale.
2. Percentage Specification Method: Enables users to specify a sale percentage based on current holdings, with an optional upper limit.
3. Period Specification Method: Customers can designate a final receipt month and regularly sell a portion of their holdings evenly over the specified period.

Setting Units

• - Flat Amount Specification: Minimum 1,000 yen (in 1 yen increments).
• - Percentage Specification: Ranges from 0.1% to 50% (in 0.1% increments).
• - Period Specification: Customers can specify a timeline of up to 50 years (600 sales over 50 years).

Sale Scheduling

Sales can be set for:

• - Monthly, odd months, or even months.
• - Sale setting days include the 1st to the 27th of each month and the end of the month (the last business day of each month).

Commitment to Customers

SBI Securities remains dedicated to supporting its clients' asset formation goals. Emphasizing customer-centric management principles, the company strives to deliver industry-leading services at the lowest fee levels. With these enhancements, clients can manage their investments more effectively while ensuring their financial stability during retirement.

This upgrade represents a pivotal moment for both existing and potential customers as it aligns with the evolving landscape of personal finance management and reflects SBI Securities' commitment to adapt to customer needs. For further details, clients are encouraged to visit the official announcement page on the SBI Securities website.